Charles R. Elhoff
GOOD LIFE ADVISORS
Southlake, TX 76092
Some features on this profile are disabled
CRD#: 76936
Professional summary
Charles Robert Elhoff JR, CFP®, who also goes by Chuck Elhoff, is a registered financial advisor currently at GOOD LIFE ADVISORS, LLC located in Southlake, Texas and LPL FINANCIAL LLC located in Southlake, Texas.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1974. Charles has worked at 8 firms and has passed the Series 63, Series 7TO, SIE, Series 31, Series 1 and Series 30 exams.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Planning
Investment Planning
Life Transitions
Estate Planning
Insurance Planning
Long-term Care
Comprehensive Financial Planni...
Retirement Income Management
Tax Planning
Inheritance
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Chuck Elhoff
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 06/27/2014: NO BUSINESS NAME - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - 30% OF TIME SPENT - LIFE, FIXED ANNUITY , DI, LTC. 2) 12/31/2014 - FINRA - Investment Related - OTHER-FINRA Arbitrator - 1 Hours Per Month During Securities Trading - FINRA DISPUTE RESOLUTION. 3) 4/12/2018 - Virtus Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/02/2018 - 40 Hours Per Month During Securities Trading. 4) 10/4/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/01/1974 - 40 Hours Per Month/2 Hours During Securities Trading - Licensed Life and Health insurance agent and licensed life insurance counselor. 5) 10/12/2021 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/01/2021 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 9/2021. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 12/2/2021 - CHASLIN HOLDINGS, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 07/19/2004 - 0 Hours Per Month. 7) 04/04/2024 - EFC Advisors, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 03/19/2012 - 160 Hours Per Month/ During Trading 8) 04/25/2024 - Virtus Tax Strategies, LLC - Tax Prep/Accounting/CPA - Owner - Investment Related - 2435 E. Southlake Blvd., Southlake, TX 76092 - Start Date 01/01/2024 - 8 Hours Per Month/ 0 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Charles Robert Elhoff JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1984
Experience
Current
September 13, 2021 - Present
GOOD LIFE ADVISORS, LLC
Office #1: 2535 E Southlake Blvd Suite 100, Southlake, TX 76092RIA
CRD#: 171898
Southlake, TX
Current
June 27, 2014 - Present
LPL FINANCIAL LLC
Office #1: 2535 E Southlake Blvd Ste 100, Southlake, TX 76092RIA
BD
CRD#: 6413
Southlake, TX
Past
July 9, 2014 - October 7, 2021
LEVEL FOUR ADVISORY SERVICES
RIA
CRD#: 134086
Southlake, TX
Past
September 22, 2009 - June 27, 2014
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
ARLINGTON, TX
Past
September 22, 2009 - June 27, 2014
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
ARLINGTON, TX
Past
February 1, 2002 - September 28, 2009
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
ARLINGTON, TX
Past
February 1, 2002 - September 28, 2009
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
ARLINGTON, TX
Past
November 20, 2001 - February 13, 2002
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
September 1, 1987 - December 3, 2001
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
ROCKVILLE, MD
Past
February 6, 1984 - September 15, 1987
LOWRY FINANCIAL SERVICES CORPORATION
BD
CRD#: 7291
Past
May 3, 1974 - February 13, 1984
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GL
GOOD LIFE ADVISORS, LLC
A.C. HEARNE & CO LLC | VIRTUS WEALTH MANAGEMENT | VALLEY MANOR INVESTMENT MANAGEMENT | UMBRELLA WEALTH MANAGEMENT | THE HOSKINS & RAMIREZ GROUP | SUMMIT WEALTH PLANNING | STROHM WEALTH ADVISORS, LLC | STRATEGIC WEALTH ADVISORS | SHEAR CAPITAL GROUP, LLC FINANCIAL PLANNING AND WEALTH MGT. SERVICES | SEVEN FIELDS WEALTH MANAGEMENT | SCOTT WEALTH MANAGEMENT | SALEEM & ASSOCIATES WEALTH MANAGERS | RESOLUTE FAMILY WEALTH ADVISORS | PRINCIPLE WEALTH MANAGEMENT GROUP | PILLAR FINANCIAL SERVICES | PCG WEALTH MANAGEMENT | OPUS WEALTH MANAGEMENT GROUP | MY PLANNING PRO | MODERN FAMILY ASSET MANAGEMENT | MCCALEB WEALTH MANAGEMENT | LS INVESTMENT MANAGEMENT | LPL FINANCIAL | LORD INVESTMENT GROUP, LLC | LIGHTHOUSE FINANCIAL | INDEPENDENT RETIREMENT PARTNERS, LLC | GRANDVIEW WEALTH MANAGEMENT | GRADVIEW EWEALTH MANAGEMENT | GOOD LIFE FINANCIAL GROUP OF WYOMISSING | GOOD LIFE FINANCIAL GROUP | GOOD LIFE FINANCIAL ADVISORS OF ORLANDO | GOOD LIFE FINANCIAL ADVISORS OF NOVA | GOOD LIFE FINANCIAL ADVISORS OF MT. PLEASANT, SC | GOOD LIFE FINANCIAL ADVISORS OF CENTRAL FLORIDA | GOOD LIFE FINANCIAL ADVISORS OF CELEBRATION | GOOD LIFE FINANCIAL ADVISORS | GOOD LIFE COMPANIES | GOOD LIFE ADVISORS, LLC | GOOD LIFE ADVISORS OF WEST MICHIGAN | GOOD LIFE ADVISORS OF THE LEHIGH VALLEY | GOOD LIFE ADVISORS OF MT. PLEASANT SC | GOOD LIFE ADVISORS OF BERKS COUNTY | GENERATIONS ASSET MANAGEMENT | GDI WEALTH PLANNING GROUP | FREEDOM INVESTMENT MANAGEMENT | FREEDOM FIRST WEALTH MANAGEMENT | FIRESIDE FINANCIAL PARTNERS | ETHOS WEALTH MANAGEMENT | DSG WEALTH MANAGEMENT | DANZER WEALTH MANAGEMENT | CROSS ROADS INVESTMENT MANAGEMENT | CORNERSTONE WEALTH MANAGEMENT - DEATON PRICE GROUP | CORNERSTONE FINANCIAL MANAGEMENT - THE TEMPLETON GROUP | CORNERSTONE FINANCIAL MANAGEMENT | CONVERGENCE FINANCIAL | COMMERCIAL TRUST FINANCIAL SERVICES | CITADEL FINANCIAL PLANNING | BLUESAFE FINANCIAL | BLACK DIAMOND FINANCIAL GROUP | BEGBIE WEALTH ADVISORY LLC | APEIRON WEALTH MANAGEMENT | ALLGOOD FINANCIAL | ADVICE ONLY FINANCIAL PLANS
CRD#: 171898 / SEC#: 801-80003
RIA
Registered Investment Advisory firm - (7/7/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(8/12/2014)
RR
Florida(8/8/2014)
RR
Georgia(8/8/2014)
RR
Louisiana(8/22/2014)
RR
Michigan(1/17/2018)
RR
Minnesota(5/20/2023)
RR
Missouri(8/8/2014)
RR
New York(7/5/2023)
RR
North Carolina(8/7/2020)
RR
Ohio(3/4/2022)
RR
Oklahoma(8/7/2014)
RR
Oregon(8/5/2021)
RR
Pennsylvania(8/8/2014)
RR
South Carolina(5/8/2023)
RR
Texas(6/27/2014)
IAR
Texas(9/13/2021)
RR
Virginia(2/25/2021)
RR
Wyoming(11/19/2020)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/30/1974
Registered Representative ExaminationPrincipal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GL
GOOD LIFE ADVISORS, LLC
A.C. HEARNE & CO LLC | VIRTUS WEALTH MANAGEMENT | VALLEY MANOR INVESTMENT MANAGEMENT | UMBRELLA WEALTH MANAGEMENT | THE HOSKINS & RAMIREZ GROUP | SUMMIT WEALTH PLANNING | STROHM WEALTH ADVISORS, LLC | STRATEGIC WEALTH ADVISORS | SHEAR CAPITAL GROUP, LLC FINANCIAL PLANNING AND WEALTH MGT. SERVICES | SEVEN FIELDS WEALTH MANAGEMENT | SCOTT WEALTH MANAGEMENT | SALEEM & ASSOCIATES WEALTH MANAGERS | RESOLUTE FAMILY WEALTH ADVISORS | PRINCIPLE WEALTH MANAGEMENT GROUP | PILLAR FINANCIAL SERVICES | PCG WEALTH MANAGEMENT | OPUS WEALTH MANAGEMENT GROUP | MY PLANNING PRO | MODERN FAMILY ASSET MANAGEMENT | MCCALEB WEALTH MANAGEMENT | LS INVESTMENT MANAGEMENT | LPL FINANCIAL | LORD INVESTMENT GROUP, LLC | LIGHTHOUSE FINANCIAL | INDEPENDENT RETIREMENT PARTNERS, LLC | GRANDVIEW WEALTH MANAGEMENT | GRADVIEW EWEALTH MANAGEMENT | GOOD LIFE FINANCIAL GROUP OF WYOMISSING | GOOD LIFE FINANCIAL GROUP | GOOD LIFE FINANCIAL ADVISORS OF ORLANDO | GOOD LIFE FINANCIAL ADVISORS OF NOVA | GOOD LIFE FINANCIAL ADVISORS OF MT. PLEASANT, SC | GOOD LIFE FINANCIAL ADVISORS OF CENTRAL FLORIDA | GOOD LIFE FINANCIAL ADVISORS OF CELEBRATION | GOOD LIFE FINANCIAL ADVISORS | GOOD LIFE COMPANIES | GOOD LIFE ADVISORS, LLC | GOOD LIFE ADVISORS OF WEST MICHIGAN | GOOD LIFE ADVISORS OF THE LEHIGH VALLEY | GOOD LIFE ADVISORS OF MT. PLEASANT SC | GOOD LIFE ADVISORS OF BERKS COUNTY | GENERATIONS ASSET MANAGEMENT | GDI WEALTH PLANNING GROUP | FREEDOM INVESTMENT MANAGEMENT | FREEDOM FIRST WEALTH MANAGEMENT | FIRESIDE FINANCIAL PARTNERS | ETHOS WEALTH MANAGEMENT | DSG WEALTH MANAGEMENT | DANZER WEALTH MANAGEMENT | CROSS ROADS INVESTMENT MANAGEMENT | CORNERSTONE WEALTH MANAGEMENT - DEATON PRICE GROUP | CORNERSTONE FINANCIAL MANAGEMENT - THE TEMPLETON GROUP | CORNERSTONE FINANCIAL MANAGEMENT | CONVERGENCE FINANCIAL | COMMERCIAL TRUST FINANCIAL SERVICES | CITADEL FINANCIAL PLANNING | BLUESAFE FINANCIAL | BLACK DIAMOND FINANCIAL GROUP | BEGBIE WEALTH ADVISORY LLC | APEIRON WEALTH MANAGEMENT | ALLGOOD FINANCIAL | ADVICE ONLY FINANCIAL PLANS
CRD#: 171898 / SEC#: 801-80003
RIA
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Contact information
Main Address
2395 Lancaster Pike, Reading, PA 19607
Mailing Address
Phone number
(610) 898-6927
Established
Firm type
Fiscal year end
# of Employees
140
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 18,113 |
| AUM (Assets Under Management) | $ 3,486,583,189 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
